49 companies

Credo Technology Group Holding

Market Cap: US$20.8b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

CRDO

US$120.10

7D

8.3%

1Y

241.2%

NVIDIA

Market Cap: US$4.4t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

NVDA

US$181.60

7D

3.8%

1Y

54.4%

Astera Labs

Market Cap: US$29.7b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

ALAB

US$179.20

7D

3.9%

1Y

311.8%

Intchains Group

Market Cap: US$112.7m

Engages in the provision of altcoin mining products in the People’s Republic of China.

ICG

US$1.76

7D

-12.0%

1Y

-68.7%

Teradyne

Market Cap: US$18.9b

Designs, develops, manufactures, and sells automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

TER

US$116.99

7D

6.8%

1Y

-11.6%

Daqo New Energy

Market Cap: US$1.6b

Manufactures and sells polysilicon to photovoltaic product manufacturers in the People’s Republic of China.

DQ

US$23.03

7D

0.9%

1Y

64.0%

Arm Holdings

Market Cap: US$148.5b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.

ARM

US$140.66

7D

7.2%

1Y

12.2%

Marvell Technology

Market Cap: US$64.0b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

MRVL

US$74.79

7D

5.0%

1Y

9.3%

Lattice Semiconductor

Market Cap: US$9.0b

Develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas.

LSCC

US$65.82

7D

7.2%

1Y

42.1%

Microchip Technology

Market Cap: US$36.0b

Develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

MCHP

US$66.65

7D

0.8%

1Y

-17.7%

Broadcom

Market Cap: US$1.4t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.

AVGO

US$300.25

7D

3.7%

1Y

91.3%

SiTime

Market Cap: US$6.2b

Designs, develops, and sells silicon timing systems solutions in Taiwan, Hong Kong, the United States, Singapore, and internationally.

SITM

US$238.75

7D

6.6%

1Y

62.5%

First Solar

Market Cap: US$20.5b

A solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, India, Chile, and internationally.

FSLR

US$191.23

7D

-0.4%

1Y

-14.3%

PDF Solutions

Market Cap: US$791.0m

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, Taiwan, and internationally.

PDFS

US$19.76

7D

2.6%

1Y

-36.0%

ON Semiconductor

Market Cap: US$20.9b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.

ON

US$51.25

7D

3.6%

1Y

-31.3%

Canadian Solar

Market Cap: US$692.4m

Provides solar energy and battery energy storage products and solutions in Asia, the Americas, Europe, and internationally.

CSIQ

US$10.34

7D

-0.4%

1Y

-17.3%

Semtech

Market Cap: US$5.0b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

SMTC

US$58.13

7D

17.7%

1Y

33.5%

Kulicke and Soffa Industries

Market Cap: US$2.0b

Engages in the design, manufacture, and sale of capital equipment and tools used to assemble semiconductor devices.

KLIC

US$37.62

7D

3.4%

1Y

-12.9%

SolarEdge Technologies

Market Cap: US$1.9b

Designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally.

SEDG

US$33.09

7D

3.2%

1Y

28.8%

Advanced Micro Devices

Market Cap: US$271.2b

Operates as a semiconductor company worldwide.

AMD

US$167.13

7D

2.1%

1Y

14.9%

Kopin

Market Cap: US$343.1m

Develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally.

KOPN

US$2.16

7D

22.0%

1Y

129.4%

JinkoSolar Holding

Market Cap: US$1.2b

Engages in the design, development, production, and marketing of photovoltaic products.

JKS

US$22.50

7D

-4.5%

1Y

29.1%

MACOM Technology Solutions Holdings

Market Cap: US$9.7b

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

MTSI

US$129.63

7D

4.9%

1Y

18.6%

Analog Devices

Market Cap: US$125.7b

Engages in the design, manufacture, testing, and marketing of integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia.

ADI

US$255.50

7D

3.5%

1Y

10.7%

Ultra Clean Holdings

Market Cap: US$1.1b

Develops and supplies critical subsystems, components and parts, and ultra-high purity cleaning and analytical services for the semiconductor industry in the United States and internationally.

UCTT

US$23.99

7D

7.4%

1Y

-35.5%

Aehr Test Systems

Market Cap: US$726.9m

Provides test solutions for testing, burning-in, and semiconductor devices in wafer level, singulated die, package part form, and installed systems in the United States, Asia, and Europe.

AEHR

US$24.30

7D

37.6%

1Y

62.5%

Silicon Motion Technology

Market Cap: US$2.7b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally.

SIMO

US$78.57

7D

5.9%

1Y

24.8%

Allegro MicroSystems

Market Cap: US$5.9b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems.

ALGM

US$31.46

7D

3.2%

1Y

30.9%

Tower Semiconductor

Market Cap: US$6.7b

An independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe.

TSEM

US$59.00

7D

17.9%

1Y

37.6%

Penguin Solutions

Market Cap: US$1.3b

Engages in the designing and development of enterprise solutions worldwide.

PENG

US$24.26

7D

4.3%

1Y

22.0%

Everspin Technologies

Market Cap: US$147.3m

Manufactures and sells magnetoresistive random access memory (MRAM) technologies in the United States, Japan, Hong Kong, Germany, Singapore, China, Canada, and internationally.

MRAM

US$6.41

7D

7.7%

1Y

15.7%

Power Integrations

Market Cap: US$2.6b

Designs, develops, manufactures, and markets analog and mixed-signal integrated circuits (ICs), and other electronic components and circuitry used in high-voltage power conversion.

POWI

US$46.73

7D

2.5%

1Y

-26.8%

Micron Technology

Market Cap: US$131.8b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.

MU

US$117.75

7D

1.7%

1Y

23.2%

Impinj

Market Cap: US$5.2b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

PI

US$186.37

7D

13.1%

1Y

14.1%

Silicon Laboratories

Market Cap: US$4.6b

A fabless semiconductor company, provides analog-intensive mixed-signal solutions in the United States, China, Taiwan, and internationally.

SLAB

US$139.66

7D

3.4%

1Y

17.7%

MKS

Market Cap: US$7.2b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.

MKSI

US$105.68

7D

6.3%

1Y

-9.1%

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